At McNamara Law Firm, we know that estate planning can feel overwhelming, but we are here to make it straightforward and personalized to your needs. Whether you’re looking to protect your loved ones, avoid probate, or control how your assets are distributed, we’ll guide you through every step of the process. Below, you’ll find details about our estate planning services and pricing to help you make an informed decision.

Why Estate Planning Matters

• Protect Your Loved Ones: Ensure your family is cared for and your wishes are honored.

• Avoid Probate: Minimize the time, expense, and public nature of the probate process.

• Control Your Legacy: Decide how and when your assets are distributed, and under what conditions.

Our Estate Planning Services

Revocable Transfer on Death Deed

• Why It’s Important:

  • A Revocable Transfer on Death Deed (TOD Deed) allows you to name a beneficiary to inherit your home directly upon your passing, avoiding probate.

  • This tool provides peace of mind and ensures a seamless transfer of property without court involvement.

• What’s Included:

  • Drafting, execution, and recording of the TOD Deed.

• Pricing: $700

Comprehensive Simple Estate Plan (Wills, Powers of Attorney, Health Care Powers of Attorney

• What’s Included:

  • Wills, durable powers of attorney, and healthcare powers of attorney for both spouses.

  • Includes naming a guardian for minor children, which is crucial to prevent disputes and ensure your children are cared for by the people you trust most.

• Why It’s Important:

  • A will is essential for appointing guardianship and ensuring your wishes are followed.

  • However, wills are subject to probate, which is why additional tools like TOD Deeds and trusts are often recommended for property distribution.

  • (Side Note: Probate is the legal process of settling an estate after death, which can be time-consuming, costly, and public.)

• Pricing: $1,500 ($1,000 for single person)

Revocable Living Trust Plan

• What’s Included:

  • Revocable living trust, wills, durable powers of attorney, and healthcare powers of attorney for both spouses.

  • Allows for detailed instructions on how your assets are managed and distributed.

  • Customizable to set conditions on how funds are used, such as:

    • Paying for education or specific milestones (e.g., distributions at age 25 or upon completing a degree).

    • Managing significant assets for minor or young adult beneficiaries, avoiding a "windfall" inheritance.

    • Specific directions for family properties (e.g., keeping a family cabin in the family).

  • Fun String: Trust funds can pay for medical school, but not law school. (We recommend it!)

• Why It’s Important:

  • Provides greater control over how assets are used to benefit your loved ones.

  • Helps avoid probate entirely for most assets.

• Pricing: $3,000

  • Additional Fees: If trust provisions become overly complex, additional hourly fees may apply. We’ll discuss these with you during your consultation, so there are no surprises.*

Next Steps

Your family’s future is too important to leave to chance. Whether you’re a homeowner looking to avoid probate, a parent ensuring your children are cared for, or someone who wants to control how your legacy is preserved, we’re here to help.

Schedule a consultation today and let us tailor a plan that fits your unique needs. Together, we can bring clarity and confidence to your estate planning journey.